Take these steps when you receive a windfall Perhaps you are among the growing number of Americans fortunate enough to… Read more: A Loved One Died and Left You an Inheritance. Now What?

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Hello, I have two IRA annuities with different insurance companies. One of… Read more: IRA Transfers and Qualified Charitable Distributions: Today’s Slott Report Mailbag

By Sarah Brenner, JD Director of Retirement Education Here at the Slott Report we hear many stories about trusts being named as… Read more: When You SHOULD Name a Trust as IRA Beneficiary

By Andy Ives, CFP®, AIF® IRA Analyst We know that required minimum distributions (RMDs) cannot be rolled over or converted.… Read more: Fixing a Converted RMD…and the Tax Reporting